Matthew Currie
Advisor at Merrill — Athens, GA West Hancock Ave
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
12 years
Location
Athens, GA 30601
Merrill
Institution
Matthew Currie is the Resident Director and a Wealth Management Advisor with Merrill, leading the Athens, Georgia office since 2023. He joined the ARH Wealth Management Group and Merrill in 2013 and has developed extensive experience in retirement plans and employee benefit plan design and maintenance. He holds several professional designations including Certified Financial Planner (CFP), Certified Plan Fiduciary Advisor (CPFA), and Chartered Retirement Plans Specialist (CRPS).
Matt earned a bachelor's degree in Business Management from the University of Georgia. He was named to the 2023 Forbes "Best in State Wealth Management Teams" list as a member of ARH Wealth Management Group. His areas of focus include customized wealth planning, portfolio construction, qualified and non-qualified retirement plan management, and socially responsible investing among others.
Outside of his professional role, Matt is involved in the Athens and Oconee County communities. He coaches Little League baseball and youth basketball, serves on the board of Mercy Health Center, and attends Watkinsville First Baptist Church. He resides in Oconee County with his wife, Sarah, and their three children. In his spare time, he enjoys playing golf, running, reading, and music.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Athens, GA West Hancock Ave
272 West Hancock Ave
Athens GA 30601
Advisors at this office
23
Georgia · Texas
12 years of industry experience
Bank Of America, N.a.
2014 - Present • 12 years
Athens, GA
Merrill
2013 - Present • 13 years
Athens, GA
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